The workspace includes an AI-powered chat interface that connects to your project’s channel agent. Use it to ask questions, request document processing, and get assistance with data review.
Using the Chat Pane
The chat pane appears on the far right of the workspace. It provides a conversational interface where you can:
- Ask questions about the current document or extracted data
- Request processing — Ask the assistant to run specific operations
- Get help with data review and validation
- Discuss findings with the AI in the context of your project
Agent Processing Status
When the AI assistant is processing a request, a status indicator shows the current processing state. This helps you understand what the assistant is doing and when results are ready.
Assistants Panel
The Assistants panel in the left sidebar provides access to assistant configuration, including training mode for improving AI performance.
Channel Panel
The Channel panel provides access to messaging channels scoped to the project or the current task. Channels support team communication alongside AI-assisted interactions.
Use the chat assistant to quickly validate extracted data. Ask it to check specific fields against the source document or to explain why certain values were extracted.
